This article applies to Motivity Practice Management.
Accessing Provider Notes
To access provider-specific records:
Navigate to the Providers Module.
The Providers module in the Motivity Practice Management menu.
Use the Search Bar or filter options to locate the desired provider.
The search bar and filters in the Providers module in Motivity Practice Management.
Click on the provider's name to open their profile.
A provider's name in the Providers list in Motivity Practice Management.
Click "Notes"
The Notes option on a provider's profile in Motivity Practice Management.
Using the Notes Section
The Notes tab in the provider profile is useful for:
Logging conversations with the provider.
Tracking the status of onboarding (e.g., "Waiting on TB test").
Notating supervision assignments or disciplinary documentation.
Adding timestamped internal memos for HR or clinical directors.
The Notes tab on a provider's profile in Motivity Practice Management, showing timestamped notes.
Tips:
Notes are not visible to the provider.
Always date-stamp and initial each entry.
Use consistent labels (e.g., "Credentialing," "Supervision," "HR") to aid in searchability.